Wealth Quarterback LLC Purchases and Sells in Q1 2025

Wealth Quarterback LLC

$174 Million
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	15.1K + 45.67%	$49.74 - $58.96 $752K - $891K	48.2K $2.84M
DVY	7.02K + 26.56%	$128.58 - $138.1 $903K - $969K	33.4K $4.49M
SMH	3.55K + 51.82%	$211.47 - $267.17 $751K - $948K	10.4K $2.2M
GOOGL	4.21K + 107.99%	$154.33 - $206.19 $649K - $867K	8.1K $1.25M
LMT	1.14K + 45.31%	$423.19 - $506.29 $483K - $578K	3.66K $1.63M
ENB	8.03K + 101.63%	$41.54 - $45.45 $334K - $365K	15.9K $705K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSMO	139K New	N/A	139K $3.67M
FBCG	70.5K New	$39.97 - $48.7 $2.82M - $3.43M	70.5K $2.82M
DYNF	41K New	$48.06 - $53.73 $1.97M - $2.2M	41K $2M
IYW	8.55K New	$140.44 - $166.79 $1.2M - $1.43M	8.55K $1.2M
EFV	15.2K New	$51.88 - $60.73 $790K - $924K	15.2K $897K
DVA	5K New	$140.0 - $177.35 $700K - $887K	5K $765K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-20.5K - 25.29%	$554.06 - $615.85 $11.4M - $12.6M	60.6K $34.1M
IUSG	-61K - 88.72%	$126.86 - $146.45 $7.74M - $8.94M	7.76K $985K
IJS	-66K - 91.95%	$96.3 - $112.23 $6.35M - $7.4M	5.78K $563K
QQQ	-7.47K - 82.54%	$468.34 - $539.52 $3.5M - $4.03M	1.58K $741K
DIA	-7.32K - 19.87%	$408.78 - $448.82 $2.99M - $3.29M	29.5K $12.4M
IJH	-41.8K - 70.11%	$57.21 - $65.8 $2.39M - $2.75M	17.8K $1.04M

Activity Summary All Purchases 65 New Holdings 16 Increased Positions 49 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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